Ian D Meiksins

@Foundry Partners, Llc

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$2.02B

Total holdings284

Assets growth rate8.41%

Assets growth rate (2-Q avg)3.93%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundry Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 284 positions.

Assets under management

The assets under management (AUM) of Foundry Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.02B in assets, with a quarterly growth rate of 8.41% and a 2-quarter average growth rate of 3.93%. The portfolio is managed by Ian D Meiksins, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SRESempra Recent Activity New Position	0.9%	$18.131M 216,805 shares@ $83.63 avg price	New Position
CSCOCisco Systems Recent Activity New Position	0.79%	$15.911M 298,975 shares@ $53.22 avg price	New Position
BDCBelden Inc Recent Activity New Position	0.59%	$11.814M 100,862 shares@ $117.13 avg price	New Position
AVAAvista Corp Recent Activity New Position	0.5%	$10.076M 260,015 shares@ $38.75 avg price	New Position
EVHEvolent Health Inc Recent Activity New Position	0.5%	$10.042M 355,098 shares@ $28.28 avg price	New Position
UGIUgi Corp Recent Activity New Position	0.48%	$9.6M 383,680 shares@ $25.03 avg price	New Position
PEGAPegasystems Inc Com Recent Activity New Position	0.48%	$9.567M 130,891 shares@ $73.09 avg price	New Position
PKPark Hotels & Resorts Recent Activity New Position	0.46%	$9.238M 655,202 shares@ $14.1 avg price	New Position
IBOCInternational Bncshrs Com Recent Activity New Position	0.45%	$8.937M 149,468 shares@ $59.8 avg price	New Position
RNGRingcentral Inc Recent Activity New Position	0.44%	$8.886M 280,920 shares@ $31.64 avg price	New Position